Microsoft, every mention
42 scenes (2024), the whole family · ← back to Microsoft
tap a year for its mentions
every year 2024 anyone Shayle Kann 48Bilal Khashid 19Brian Janous 17Stephen Lacey 10Andreas Apley 7Laurent Bueneau 5Shanu Matthew 4Seyed Madaeni 4Jeremy Eliahu-Ontiveros 4Andy Lubershane 4
Verbatim, from the transcripts: the passages where Microsoft comes up
Scaling low-carbon products with book and claim systems
- ▶ 0:17 Adam Klauber So aviation, even if there's tremendous uptake, a company like Microsoft who wants to get to net zero by 2030 simply will not be able to do this without book and claim.
- ▶ 35:26 Adam Klauber Even if there's tremendous uptake, a, a company like Microsoft who wants to get to net zero by 2030 simply will not be able to do this without Book and Claim.
How cyber attacks could threaten the energy transition [partner content]
- ▶ 0:33 Stephen Lacey Bilal Khashid is the executive director of Microsoft's global power and utilities business. 2 times in the scene
- ▶ 5:01 Bilal Khashid And our own research here at Microsoft shows that, uh, we've seen a 40% increase in state-sponsored attacks on critical infrastructure, and the energy sector is high on that list.
- ▶ 14:39 Bilal Khashid When I look at Microsoft specifically, I continually get impressed with how much we are doing to drive cybersecurity forward and the investments that we are putting in, uh, to build those new capabilities. 3 times in the scene
- ▶ 15:06 Bilal Khashid Things like Microsoft Security Co-Pilot, for example. 2 times in the scene
- ▶ 15:25 Bilal Khashid And then you can also look at how our, you know, Security Co-Pilot and Microsoft Sentinel, for example, um,
- ▶ 17:11 Bilal Khashid Uh, one that I feel is cutting edge and kind of industry leading, leveraging generative AI components, leveraging co-pilot for Microsoft three 65 across our entire workforce, which, you know, is a significant milestone in their digital… 2 times in the scene
- ▶ 18:53 Bilal Khashid And I feel like that's kind of what we're building now at Microsoft, uh, to take these concepts further with AI and predictive analytics advancing to a point, uh, that seemed purely fictional just a few decades ago, but it's a major trend… 4 times in the scene
- ▶ 19:22 Bilal Khashid And, you know, our investments in AI specifically, like Security Co-Pilot, I mean, this is what allows security teams to analyze huge amounts of global threat data in real time, spotting those patterns, those vulnerabilities that humans…
- ▶ 19:43 Bilal Khashid And, you know, our Microsoft research team is actively exploring how quantum technologies could both enhance encryption and create
- ▶ 21:25 Bilal Khashid Around more sophisticated AI threat detection, uh, tools that some of the incredible, uh, security stack that Microsoft brings to market as well, the investments that we're seeing in R&D. 4 times in the scene
Explaining the 'Watt-Bit Spread'
- ▶ 4:14 Shayle Kann Brian is, of course, the co-founder of Cloverleaf Infrastructure, which develops power-ready sites for large loads like data centers, but he previously spent over a decade as the VP of Energy at Microsoft.
- ▶ 5:25 Brian Janous Yeah, I mean, I, I remember when I first joined Microsoft, and, uh, it was actually right about this time, 2011, um, it, it still wasn't even clear to me why that job existed. 2 times in the scene
- ▶ 6:06 Brian Janous Like, no one's going to ever think about it that much.
- ▶ 7:37 Brian Janous Um, cause I mean, keep in mind, like Microsoft and Meta, you know, they're not Equinix, right? 2 times in the scene
- ▶ 7:49 Brian Janous That makes demand planning pretty tricky, because even if you have extraordinarily high conviction, as we did in the early twenty-tens, that the cloud market was going to be very large, we did not have incredible conviction on exactly what…
- ▶ 13:30 Shayle Kann Yeah, you and I have talked about this before, so correct me where I've gotten how you've explained this to me wrong, but my recollection is that in the, in previous waves here, the way that this market was mostly structured was either,…
The complex path to market for low-carbon cement
- ▶ 13:07 Leah Ellis So we, you know, work with Microsoft. 3 times in the scene
- ▶ 17:50 Shayle Kann The end of your value chain is somebody like Microsoft who owns a building and has really serious decarbonization goals, but there are, whatever you said, three or four parties in the mix in between. 4 times in the scene
- ▶ 24:22 Shayle Kann Book and claim, of course, being, you talked about, so Microsoft, the announcement that you guys made with Microsoft is Microsoft buying environmental attributes, right? 6 times in the scene
- ▶ 36:06 Shayle Kann So just to wrap up on the demand side and where you see this market heading, I mean, you, you've talked about Microsoft, you mentioned Amazon. 2 times in the scene
DAC’s bumpy road to commercial scale
- ▶ 20:47 Andreas Apley That's Microsoft. 6 times in the scene
- ▶ 32:51 Andreas Apley And then finally on the finance ability of it, a lot of the intermediaries today in the market, they don't have the balance sheet of a Microsoft or JP Morgan.
The better mousetrap fallacy
- ▶ 34:45 Andy Lubershane You know, there's basically one big buyer in the market, which is Microsoft, and then a long tail of, of smaller buyers, and so I worry that the, the race to develop mousetraps in DAC is maybe just 10 years too early, and maybe that's not… 3 times in the scene
Can chip efficiency slow AI's energy demand?
- ▶ 4:48 Shayle Kann Christian has an extremely long tenure in data center world to the point where if you know the term PUE, power use effectiveness, which people use to measure the energy efficiency of data centers, Christian came up with that term, but also…
- ▶ 29:16 Christian Belady I, I, if you look, you know, I ran an R and D team in my last five years at Microsoft.
- ▶ 33:34 Christian Belady Take a look at the fact back in 2016, um, at Microsoft, we did this project at Cheyenne, which actually looked at, um, using the reserve power because there was this whole notion of that we were going to be adding a 180 megawatts of…
- ▶ 42:12 Christian Belady And to Microsoft's credit, we did implement this where the data centers are being looked at to try to see how can we change the design so that we increase pollinators and habitat for pollinators so the fields around it get, have healthier…
- ▶ 44:22 Shayle Kann Christian Beledi is an advisor to a variety of companies in and around the data center world, and was most recently vice president and distinguished engineer at Microsoft, focused on data center advanced development.
Under the hood of data center power demand
- ▶ 4:05 Shayle Kann Brian spent about 12 years running energy for Microsoft, so he was there long before any of this current wave of AI energy demand showed up, but he was also there at the beginning when it did.
- ▶ 4:42 Shayle Kann So you spent, how long were you at Microsoft in the end? 5 times in the scene
- ▶ 9:51 Brian Janous So if you go on to AWS, you go on to Azure, and you say, I want to stand up an application, you're going to have an option to, to select a region, and it'll be called US East or US West too.
- ▶ 10:37 Brian Janous Everyone was launching some of their early cloud regions, and then over time, you know, Microsoft, Amazon, Google all have dozens of regions around the world, but that dozens of regions consists of hundreds of individual data centers.
- ▶ 29:00 Brian Janous I still remember my very first day at Microsoft.
- ▶ 35:50 Shayle Kann And, you know, we saw this a couple weeks ago, Microsoft announced that, uh, despite all their best efforts, they're 6 times in the scene
- ▶ 39:51 Shayle Kann And by the way, decarbonization, or like, access to clean power at that site, and then ideally access to twenty-four-seven clean power at that site, right, which is the, the goal that the hyperscalers have set for themselves, or at least I…
- ▶ 42:32 Shayle Kann Brian Janis is the co-founder of Cloverleaf Infrastructure and the former VP of Energy at Microsoft.
The news quiz episode!
- ▶ 9:19 Stephen Lacey Uh, according to a leaked document from Business Insider, Microsoft is expanding data center capacity dramatically. 2 times in the scene
- ▶ 42:05 Matt Eggers Yeah, um, Microsoft.
The electricity gauntlet has arrived
- ▶ 41:40 Andy Lubershane You know, no surprise, it's been publicly reported that Microsoft has hired a, a head of, of nuclear.
The challenges of building a carbon removal portfolio
- ▶ 3:25 Shayle Kann Microsoft and Shopify.